UBS Group Portfolio holdings
UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$4.47B |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$2.93B |
| 3 |
Vanguard Russell 1000 Value ETF
VONV
|
+$2.75B |
| 4 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$2.69B |
| 5 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$2.33B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UBS Group
UBS
|
+$1.44B |
| 2 |
Micron Technology
MU
|
+$919M |
| 3 |
CYBR
CyberArk
CYBR
|
+$851M |
| 4 |
Honeywell
HON
|
+$606M |
| 5 |
Merck
MRK
|
+$605M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.96% |
| 2 | Financials | 8.41% |
| 3 | Industrials | 7.09% |
| 4 | Healthcare | 6.31% |
| 5 | Consumer Discretionary | 5.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
6526
ADS-TEC Energy
ADSE
$939M
| $223K | ﹤0.01% |
19,422
-181
| -0.9% | -$2.06K |
|
6527
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.42B
| $223K | ﹤0.01% |
5,949
-1,174
| -16% | -$46.8K |
|
6528
TCW Transform 500 ETF
VOTE
$1.09B
| $223K | ﹤0.01% |
2,922
-1,248
| -30% | -$99.6K |
|
6529
CALL
State Street SPDR S&P Homebuilders ETF
XHB
$1.61B
| $222K | ﹤0.01% |
2,250
-742
| -25% | -$81.3K |
|
|
MESH
6530
Meshflow Acquisition Corp
MESH
$432M
| $222K | ﹤0.01% |
+22,439
| New | +$222K |
|
|
TRVG
6531
trivago
TRVG
$378M
| $222K | ﹤0.01% |
81,747
-15,911
| -16% | -$45.6K |
|
6532
Prelude Therapeutics
PRLD
$402M
| $221K | ﹤0.01% |
64,505
+62,648
| +3,374% | +$164K |
|
6533
James River Group Holdings
JRVR
$207M
| $220K | ﹤0.01% |
34,975
+15,093
| +76% | +$99.2K |
|
6534
CALL
Biogen
BIIB
$30.7B
| $220K | ﹤0.01% |
1,200
-47,500
| -98% | -$8.75M |
|
|
AIPO
6535
Defiance AI & Power Infrastructure ETF
AIPO
$883M
| $220K | ﹤0.01% |
+8,795
| New | +$220K |
|
6536
Maui Land & Pineapple Co
MLP
$355M
| $220K | ﹤0.01% |
14,263
-1,701
| -11% | -$28.2K |
|
6537
PUT
Vanguard Morningstar Growth ETF
VUG
$218B
| $218K | ﹤0.01% |
+3,000
| New | +$233K |
|
6538
CALL
Tencent Music
TME
$15.5B
| $218K | ﹤0.01% |
23,500
-2,011,496
| -99% | -$29.7M |
|
|
TDF
6539
Templeton Dragon Fund
TDF
$269M
| $218K | ﹤0.01% |
20,541
-1,146
| -5% | -$13.1K |
|
6540
PUT
Eastman Chemical
EMN
$8.01B
| $218K | ﹤0.01% |
2,850
| – | – |
|
6541
Electromed
ELMD
$333M
| $217K | ﹤0.01% |
9,277
+2,850
| +44% | +$74.3K |
|
6542
SoFi Select 500 ETF
SFY
$651M
| $217K | ﹤0.01% |
+1,737
| New | +$228K |
|
6543
CALL
Owens Corning
OC
$11.2B
| $216K | ﹤0.01% |
2,000
| – | – |
|
6544
Passage Bio
PASG
$14.4M
| $216K | ﹤0.01% |
27,501
+26,059
| +1,807% | +$270K |
|
|
BSCZ
6545
Invesco BulletShares 2035 Corporate Bond ETF
BSCZ
$268M
| $216K | ﹤0.01% |
+10,515
| New | +$218K |
|
6546
Rail Vision
RVSN
$8.83M
| $215K | ﹤0.01% |
25,939
+24,295
| +1,478% | +$205K |
|
|
KOID
6547
KraneShares Global Humanoid Robotics and Physical AI Index ETF
KOID
$288M
| $214K | ﹤0.01% |
6,862
+1,136
| +20% | +$38.5K |
|
6548
SkinHealth Systems
SKIN
$87.6M
| $214K | ﹤0.01% |
240,352
-97,473
| -29% | -$120K |
|
6549
Orchestra BioMed
OBIO
$239M
| $214K | ﹤0.01% |
50,310
+38,921
| +342% | +$166K |
|
|
THIR
6550
THOR Index Rotation ETF
THIR
$199M
| $214K | ﹤0.01% |
+6,893
| New | +$223K |
|
Similar funds
UBS Group's Q1 2026 Portfolio in Review
As of Q1 2026, UBS Group held 11,786 positions worth $666B, up 8% from $617B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
UBS Group deployed $70B of net new capital in Q1 2026, opening 1,344 new positions and adding to 4,801 existing holdings. Its largest new stake was Sunbelt Rentals Holdings: 1,909,539 shares worth $124M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 18% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was UBS Group, an estimated $1.44B trimmed.
- UBS Group's largest Q1 2026 buy was Sunbelt Rentals Holdings: 1,909,539 shares worth $124M.
- UBS Group added most to iShares Core MSCI EAFE ETF in Q1 2026, an estimated $4.47B increase.
- UBS Group's biggest Q1 2026 reduction was UBS Group, cutting an estimated $1.44B.
- UBS Group fully exited CyberArk in Q1 2026, selling an estimated $851M.
- UBS Group's ten largest holdings make up 13% of its $666B portfolio in Q1 2026.
- UBS Group opened 1,344 new positions and closed 1,379 in Q1 2026.
- UBS Group's portfolio value rose 8% quarter-over-quarter to $666B.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.